HoldingsChannel.com
Mondrian Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON COM INC 5,500 +2,100 $10,723
     AMZN5,500+2,100$10,723
MICROSOFT CORP 52,500 +52,500 $8,280
     MSFT52,500+52,500$8,280
HP INC 470,000 +220,000 $8,159
     HPQ470,000+220,000$8,159
ANALOG DEVICES INC 91,000 +34,000 $8,158
     ADI91,000+34,000$8,158
NETFLIX INC 20,000 +4,000 $7,510
     NFLX20,000+4,000$7,510
WESTERN DIGITAL CORP. 160,000 +160,000 $6,659
     WDC160,000+160,000$6,659
QORVO INC 80,000 +43,000 $6,450
     QRVO80,000+43,000$6,450
MICRON TECHNOLOGY INC 145,000 +67,000 $6,099
     MU145,000+67,000$6,099
LAM RESEARCH CORP 24,000 +24,000 $5,760
     LRCX24,000+24,000$5,760
CISCO SYS INC 135,000 +135,000 $5,307
     CSCO135,000+135,000$5,307
INTEL CORP 95,000 +95,000 $5,141
     INTC95,000+95,000$5,141
JD COM INC 120,000 +120,000 $4,860
     JD120,000+120,000$4,860
FIDELITY NATL INFORMATION SV 39,500 -39,500 $4,805
     FIS39,500-39,500$4,805
NVIDIA CORP 18,000 -3,000 $4,745
     NVDA18,000-3,000$4,745
GLOBAL PMTS INC 31,500 +4,000 $4,543
     GPN31,500+4,000$4,543
TAKE TWO INTERACTIVE SOFTWAR 35,000 +35,000 $4,151
     TTWO35,000+35,000$4,151
INTUIT 18,000 -13,000 $4,140
     INTU18,000-13,000$4,140
FISERV INC 42,000 +42,000 $3,990
     FISV42,000+42,000$3,990
BAIDU INC 38,000 +16,500 $3,830
     BIDU38,000+16,500$3,830
RINGCENTRAL INC 17,500 -13,500 $3,708
     RNG17,500-13,500$3,708
ZSCALER INC 60,000 +60,000 $3,652
     ZS60,000+60,000$3,652
DATADOG INC 100,000 +100,000 $3,598
     DDOG100,000+100,000$3,598
MONGODB INC 25,000 -15,000 $3,414
     MDB25,000-15,000$3,414
QUALCOMM INC 50,000 +50,000 $3,383
     QCOM50,000+50,000$3,383
ALIBABA GROUP HLDG LTD 17,000 +7,000 $3,306
     BABA17,000+7,000$3,306
CITRIX SYS INC 22,000 +22,000 $3,114
     CTXS22,000+22,000$3,114
VMWARE INC 25,000 +25,000 $3,028
     VMW25,000+25,000$3,028
TAL EDUCATION GROUP 55,000 +55,000 $2,929
     TAL55,000+55,000$2,929
ZOOM VIDEO COMMUNICATIONS IN 20,000 +20,000 $2,922
     ZM20,000+20,000$2,922
NXP SEMICONDUCTORS N V 35,000 -5,000 $2,903
     NXPI35,000-5,000$2,903
PAYPAL HLDGS INC 30,000 +30,000 $2,872
     PYPL30,000+30,000$2,872
SALESFORCE COM INC 18,500 -21,500 $2,664
     CRM18,500-21,500$2,664
SLACK TECHNOLOGIES INC 95,000 +95,000 $2,550
     WORK95,000+95,000$2,550
FORTINET INC 25,000 +25,000 $2,529
     FTNT25,000+25,000$2,529
FACEBOOK INC 14,000 +14,000 $2,335
     FB14,000+14,000$2,335
ERICSSON 200,000 +200,000 $1,618
     ERIC200,000+200,000$1,618

See Full List: All Stocks Held By Mondrian Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mondrian Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $165,108
At 12/31/2019: $201,752

Mondrian Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mondrian Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Mondrian Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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